Number of Shares
19,540.00
Current Holdings Value*
$3.03 Mil
% of Portfolio
1.87%
Total Estimate Gain
$882,481.25
% of Total Estimate Gain
6.98%

Regal Wealth Group, Inc.'s Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2023-12-31, Regal Wealth Group, Inc. held 19,540.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $3.03 Mil. This investment constitutes 1.87% of their stock portfolio, and Regal Wealth Group, Inc. now holds 0.01% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2018Q3. And since then Regal Wealth Group, Inc. has made 7 purchases of RSP, at an average price of $111.02, for a total of 113,843.00 shares. In addition, there have been 15 sales at an average price of $105.17 for 94,303.00 shares. Based on historical transaction data and RSP's current price of $184.42, Regal Wealth Group, Inc.'s estimated gain on his RSP holdings is $882,481.25, reflecting a 6.98% gain to date.

Regal Wealth Group, Inc. RSP ($184.42) Holding Chart

Regal Wealth Group, Inc. RSP ($184.42) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1